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American Express Co

AXP
Exchange
NYSE
Industry
Finance Services
SEC CIK
0000004962

In the last 90 days, American Express Co insiders filed 0 open-market purchases and 1 sale; 3,021 institutions reported holding it in 13F filings for Q2 2026, worth $195.1B in total; 8 superinvestors hold it, including Berkshire Hathaway and Markel Group.

13F holders, Q3 2024

Institutional positions in American Express Co as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
2,459
+137 vs. Q2 2024
Shares held
593.4M
+32.3M (+5.7%) vs. Q2 2024
Total value
$160.6B
+$30.7B (+23.6%) vs. Q2 2024
New holders
231
885 more added
Sold out
94
895 more reduced

26 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting AXP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2024: 2,459 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,055 institutionsQ2 2023: 2,047 institutionsQ3 2023: 2,002 institutionsQ4 2023: 2,191 institutionsQ1 2024: 2,315 institutionsQ2 2024: 2,348 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,627 institutionsQ2 2025: 2,719 institutionsQ3 2025: 2,758 institutionsQ4 2025: 3,043 institutionsQ1 2026: 2,912 institutionsQ2 2026: 3,021 institutions
Value heldQ3 2024: $160.6B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,021$195.1B
Q1 20262,912$174.8B
Q4 20253,043$216.8B
Q3 20252,758$193.4B
Q2 20252,719$189.9B
Q1 20252,627$160.7B
Q4 20242,642$177.5B
Q3 20242,459$160.6B
Q2 20242,348$139.8B
Q1 20242,315$139.5B
Q4 20232,191$114.5B
Q3 20232,002$91.3B
Q2 20232,047$107.9B
Q1 20232,055$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q2 2024.

Institutions holding AXP in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Two Sigma Advisers, LP0$00.00%−3,700−100.0%Sold out
Quadrant Private Wealth Management, LLC0$00.00%−3,376−100.0%Sold out
Aigen Investment Management, LP0$00.00%−3,113−100.0%Sold out
Authentikos Wealth Advisory, LLC0$00.00%−3,000−100.0%Sold out
XR Securities LLC0$00.00%−2,922−100.0%Sold out
Hillsdale Investment Management Inc.0$00.00%−2,700−100.0%Sold out
Charles Schwab Trust Co0$00.00%−2,379−100.0%Sold out
Allstate Corp0$00.00%−2,332−100.0%Sold out
Skye Global Management LP0$00.00%−2,100−100.0%Sold out
Axq Capital, LP0$00.00%−2,085−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−2,041−100.0%Sold out
Headlands Technologies LLC0$00.00%−1,910−100.0%Sold out
SYSTM Wealth Solutions LLC0$00.00%−1,807−100.0%Sold out
Sax Wealth Advisors, LLC0$00.00%−1,453−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−1,405−100.0%Sold out
Duff & Phelps Investment Management Co0$00.00%−1,313−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−1,300−100.0%Sold out
Fenimore Asset Management Inc0$00.00%−1,105−100.0%Sold out
Quantbot Technologies LP0$00.00%−1,070−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−1,068−100.0%Sold out
Capasso Planning Partners LLC0$00.00%−1,067−100.0%Sold out
Rosenbaum Jay D.0$00.00%−1,063−100.0%Sold out
AJOVista, LLC0$00.00%−1,048−100.0%Sold out
Keebeck Alpha, LP0$00.00%−1,047−100.0%Sold out
Marshall Wace, LLP0$00.00%−1,000−100.0%Sold out
One + One Wealth Management, LLC0$00.00%−1,000−100.0%Sold out
Mill Creek Capital Advisors, LLC0$00.00%−947−100.0%Sold out
Archetype Wealth Partners0$00.00%−927−100.0%Sold out
Driehaus Capital Management LLC0$00.00%−924−100.0%Sold out
Marietta Wealth Management, LLC0$00.00%−900−100.0%Sold out
Allied Investment Advisors, LLC0$00.00%−900−100.0%Sold out
Kellett Schaffner Wealth Advisors LLC0$00.00%−898−100.0%Sold out
Gunn & Co Investment Management, Inc.0$00.00%−874−100.0%Sold out
Unique Wealth Strategies, LLC0$00.00%−829−100.0%Sold out
Register Financial Advisors LLC0$00.00%−521−100.0%Sold out
Mosaic Financial Group, LLC0$00.00%−509−100.0%Sold out
CSS LLC0$00.00%−500−100.0%Sold out
SWS Partners0$00.00%−333−100.0%Sold out
Mizuho Securities Co. Ltd.0$00.00%−320−100.0%Sold out
POM Investment Strategies, LLC0$00.00%−183−100.0%Sold out
Scarborough Advisors, LLC0$00.00%−145−100.0%Sold out
Front Row Advisors LLC0$00.00%−98−100.0%Sold out
Wetzel Investment Advisors, Inc.0$00.00%−80−100.0%Sold out
Cypress Capital, LLC0$00.00%−69−100.0%Sold out
Fairway Wealth LLC0$00.00%−39−100.0%Sold out
Elequin Capital LP0$00.00%−38−100.0%Sold out
Triad Wealth Partners, LLC0$00.00%−36−100.0%Sold out
Timber Creek Capital Management LLC0$00.00%−35−100.0%Sold out
Dixon Mitchell Investment Counsel Inc.0$00.00%−35−100.0%Sold out
Lynx Investment Advisory0$00.00%−12−100.0%Sold out
Thomas J. Herzfeld Advisors, Inc.0$00.00%−10−100.0%Sold out
Redwood Wealth Management Group, LLC0$00.00%−9−100.0%Sold out
Strengthening Families & Communities, LLC0$00.00%−8−100.0%Sold out
BlackRock Inc.––––Not filed
Global Frontier Investments LLC––––Not filed
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)––––Not filed
Payden & Rygel Investment Group––––Not filed
Ofi Invest Asset Management––––Not filed
Perennial Advisors, LLC––––Not filed
Bradley & Co. Private Wealth Management, LLC––––Not filed
Girard Partners Ltd.––––Not filed
Buckingham Strategic Wealth, LLC––––Not filed
Heritage Trust Co––––Not filed
Benjamin F. Edwards & Company, Inc.––––Not filed
Hyman Charles D––––Not filed
Karpas Strategies, LLC––––Not filed
Gratus Capital LLC––––Not filed
Relative Value Partners Group, LLC––––Not filed
Hall Capital Management Co Inc––––Not filed
Private Ocean, LLC––––Not filed
Hoylecohen, LLC––––Not filed
Abbrea Capital, LLC––––Not filed
Greylin Investment Mangement Inc––––Not filed
Levy Wealth Management Group, LLC––––Not filed
Arden Trust Co––––Not filed
ICA Group Wealth Management, LLC––––Not filed
Institutional & Family Asset Management, LLC––––Not filed
Custom Portfolio Group LLC––––Not filed
JJJ Advisors Inc.––––Not filed